CIK: 0001750852
申告総資産額
$4.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 14.77% | +0.74% | +1.98% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.23% | -0.44% | -4.27% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.56% | +0.32% | +1.42% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.26% | -0.15% | +2.90% | |
| 5 | DISV | Dimensional International Sm | ETF-その他 | 5.42% | +0.14% | +1.77% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 5.11% | +0.28% | +0.69% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.45% | +0.27% | +2.59% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.88% | -0.16% | -0.78% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.69% | +0.16% | +2.71% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.52% | -0.16% | -3.80% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.93% | +0.78% | -0.26% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.54% | -0.14% | -0.57% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.31% | -0.04% | -0.91% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.86% | +0.05% | -4.86% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.40% | -1.26% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.67% | +0.06% | +2.58% | |
| 17 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.67% | +0.07% | +1.35% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 1.40% | +0.04% | -0.67% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.96% | -0.02% | -1.77% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.84% | -0.06% | -2.15% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.80% | — | -1.03% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.67% | +0.80% | — | |
| 23 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.46% | — | -7.08% | |
| 24 | AFRM | Affirm Holdings INC | 株式-金融 | 0.40% | -0.12% | +2.24% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | — | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.36% | — | -19.58% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 0.35% | -0.31% | EXIT | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.34% | — | -0.69% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.34% | — | -0.07% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.34% | — | -7.21% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | -0.07% | -2.57% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | -4.90% | |
| 34 | COF | Capital One Financial CORP | 株式-金融 | 0.25% | -0.26% | EXIT | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | -0.02% | -2.75% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | — | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | -0.04% | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | -0.03% | -1.03% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | +0.08% | +0.02% | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.20% | -0.21% | EXIT | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.20% | +0.05% | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.08% | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | -0.02% | -3.24% | |
| 44 | FAST | Fastenal Co | 株式-資本財 | 0.19% | +0.02% | — | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.18% | +0.03% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.18% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | -0.03% | — | |
| 48 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.17% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.17% | — | +0.90% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | +31.73% |